Getting Started

Quick Tour : Your first 10 minutes with Sam

It is very easy to try Sam and sign up for your trial.
You do not need a credit card, only your email, and it takes 1 minute. You should follow this guide on a laptop, desktop or tablet, not your smartphone. Sam works on all devices but it is optimized for laptop, desktop and tablet screens.

Later on, login is very simple, but it is unlike most apps.
With Sam, you do not need to remember a password.
Instead, once a week, when you login, Sam sends you an email with a one time access code by email. This method is extremely secure as there is no risk of hacking our servers and steal your password.

Here is how it works.
First you enter your email address.

The standard mode is a feature to avoid sending an email every time you need to login, because this would be tedious. Instead, once a week, you need to login with a code sent by email, and any other time, you will only need your PIN. The alternative mode is only when you login on public devices, for example in a library, cafe, etc..

The email access code is your real authentication. This code works only once, and only on the device you are trying to authenticate. Make sure what you receive in your email matches the beginning of the code on screen.

TIP : For this to work, you should make sure Sam's emails do not go to your junk/spam folder. A good way to make sure to see them, is to add support@sam9000.com as a contact in your email software.

TIP : If you need to add users in your team (up to 10 are included by default), you can do this in the Setup menu. More on this at the bottom of this article.

After you login...

Once you click Start, you will have full access.
By default, Sam created a "Getting Started" project. You can use it to test things out. Later, you will be able to archive this project to hide it.

Of course, you can jump right in and create your own projects and start using every function in the App.
Click on the "Projects" top menu.. Then click on "+ New" to create a new project, which will bring you to the next screen.

You can create two types of projects.

• Team Project
  This is the standard project, not associated with any client. Maybe you never have clients, so you may choose to only create "Team Projects".
  
• Existing Client or New Client
  Sometimes it is very useful to group projects under a client. Use "Existing Client" or "New Client" for this. Where you will be able to create the client if it does not exist yet, at the same time as creating the new project.
  

Note : a "Client" is really a grouping of projects. This means, in your context, maybe a client is a stakeholder, a manager, a department (e.g. Marketing). It does not have to be an external entity ordering a project from you. Maybe it is as it seems though, an actual client you will invoice later (outside SAM9000, since we do not have invoicing in.. this is not an accounting app).

Adding Users
You can use Sam alone and it works great. That being said, Sam is really designed for teamwork.
If you need to add users it is very easy.
Get to the Setup menu, top right on the toolbar. Then select Team Members in the left drawer menu.

Click on + New to create a new user in your team.
You will need to specify your current PIN, to confirm you are allowed to do this. This is the same PIN you used to login.
You will also need to type once or twice the email address of the new user. You will also need to assign a PIN to them.
That is it. The new user can login with this information at our usual address.

To be fully active, a new user must successfully login in the system at least once. But you can assign them task already.

---

This concludes this quick tour. Thank you for trying Sam!

Sam is very intuitive. If you have questions, use the support function in the help (?) menu.
The best way to learn Sam is to try things out, push buttons and see what happens. Follow our quick start guides to see some typical operations you will need.

Quick start - How to install Sam as a PWA web app on Windows, Mac, Linux or iPhone or Android phone?
It is possible to use Sam in its own window, with its own shortcut. This makes it super easy to keep it opened while you are working in other windows. No need to keep a tab in your web browser. Sam gets its own window. On smartphones, it acts exactly like any other apps, except you do not need the mac store or google play store. This is the same next gen system used by the Spotify, Twitter light and other apps.

If you have ANY question, Sam is always ready to help. Send an email to support@sam9000.com or use the support request form on this site.